Wealth With Purpose®

Wealth with Purpose®, our proprietary process, helps clients crystallize their lifetime goals and find alignment with their strategies, plans and advisors.

 
 

Many see a wealth-planning firm as a manager of liquid investments. We find that the most valuable assets of entrepreneurs are their business and their vision. Our process caters to this notion; and provides support to all areas of planning, including both illiquid and liquid assets.

When someone is referred to AltruVista they have already accomplished significant success. They usually have several plans already in place and have trusted advisors on whom they lean for guidance. The challenge is that they are in need of something that they are unaware exists; an integrated process that brings alignment between their goals, their plans, their advisors, and their family.

 

 There are 5 key steps to the process

 
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DETERMINE SYNERGY & VALUE

  • Discuss goals and current asset positioning

  • Understand planning gaps and opportunities

  • Determine right fit relationship and flat-fee engagement

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EVALUATE, DEFINE, EDUCATE

  • Comprehensively evaluate current financial position

  • Define business, lifestyle, legacy, and family continuity goals

  • Provide personalized education on 
    strategies and options

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COLLABORATE, DESIGN & COMMUNICATE

  • Collaborate with tax and legal advisors on strategy

  • Design a Family Wealth Blueprint™

  • Communicate opportunities

  • Confirm and align strategies

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IMPLEMENT & COORDINATe

  • Create action plan

  • Coordinate execution

  • Implement changes

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REVIEW & TRACK

  • Build AltruVista Wealth Center™

  • Establish ongoing management structure for blueprint

  • Periodic review of strategy and effectiveness